OLED Stock - Universal Display Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $647.68M | $576.43M | $616.62M | $553.52M | $428.87M |
| Gross Profit | $499.22M | $441.05M | $488.72M | $438.53M | $343.39M |
| Gross Margin | 77.1% | 76.5% | 79.3% | 79.2% | 80.1% |
| Operating Income | $238.80M | $217.19M | $267.11M | $227.64M | $157.53M |
| Net Income | $222.08M | $203.01M | $210.06M | $184.21M | $133.37M |
| Net Margin | 34.3% | 35.2% | 34.1% | 33.3% | 31.1% |
| EPS | $4.66 | $4.25 | $4.41 | $3.87 | $2.80 |
Universal Display Corporation engages in the research, development, and commercialization of organic light emitting diode (OLED) technologies and materials for use in display and solid-state lighting applications. It owns, exclusively licenses, or has sole rights to sublicense approximately 5,500 issued and pending patents worldwide. The company supplies its proprietary UniversalPHOLED materials to display and lighting manufacturers, and others. It is also involved in the research, development, and commercialization of other OLED device and manufacturing technologies, including FOLED that are flexible OLEDs for the fabrication of OLEDs on flexible substrates; OVJP, an organic vapor jet printing technology; thin-film encapsulation technology for the packaging of flexible OLEDs and other thin-film devices, as well as for use as a barrier film for plastic substrates; and UniversalP2OLED, which are printable phosphorescent OLEDs. In addition, the company provides technology development and support services, including third-party collaboration and support to third parties for the commercialization of their OLED products. Further, it provides contract research services in the areas of chemical materials synthesis research, development, and commercialization for non-OLED applications. Universal Display Corporation was founded in 1985 and is headquartered in Ewing, New Jersey.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| January 2nd 2025 | Oppenheimer | Reiterated | Outperform | $200← $220 |
| October 31st 2024 | TD Cowen | Reiterated | Buy | $225← $250 |
| August 2nd 2024 | TD Cowen | Reiterated | Buy | $250← $210 |
| July 2nd 2024 | Needham | Reiterated | Buy | $242← $198 |
| February 23rd 2024 | TD Cowen | Reiterated | Outperform | $210← $165 |
| January 19th 2024 | Citigroup | Downgrade | Neutral | $180← $161 |
| December 18th 2023 | BofA Securities | Upgrade | Buy | $250← $160 |
| January 19th 2023 | Susquehanna | Upgrade | Neutral | $135← $82 |
| June 29th 2022 | BofA Securities | Downgrade | Neutral | $135← $190 |
Earnings History & Surprises
OLEDEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 29, 2026 | — | — | — | — |
Q1 2026 | Feb 19, 2026 | $1.28 | — | — | — |
Q4 2025 | Nov 6, 2025 | $1.18 | — | — | — |
Q3 2025 | Jul 31, 2025 | $1.18 | $1.41 | +19.5% | ✓ BEAT |
Q2 2025 | May 1, 2025 | $1.07 | $1.35 | +26.2% | ✓ BEAT |
Q1 2025 | Feb 20, 2025 | $1.08 | $1.22 | +13.0% | ✓ BEAT |
Q4 2024 | Oct 30, 2024 | $1.19 | $1.40 | +17.6% | ✓ BEAT |
Q3 2024 | Aug 1, 2024 | $1.14 | $1.10 | -3.5% | ✗ MISS |
Q2 2024 | May 2, 2024 | $1.09 | $1.19 | +9.2% | ✓ BEAT |
Q1 2024 | Feb 22, 2024 | $1.15 | $1.29 | +12.2% | ✓ BEAT |
Q4 2023 | Nov 2, 2023 | $1.01 | $1.08 | +6.9% | ✓ BEAT |
Q3 2023 | Aug 3, 2023 | $0.75 | $1.04 | +38.7% | ✓ BEAT |
Q2 2023 | May 3, 2023 | $0.82 | $0.83 | +1.2% | ✓ BEAT |
Q1 2023 | Feb 23, 2023 | $0.94 | $1.36 | +44.7% | ✓ BEAT |
Q4 2022 | Nov 3, 2022 | $0.98 | $1.12 | +14.3% | ✓ BEAT |
Q3 2022 | Aug 4, 2022 | $1.03 | $0.87 | -15.5% | ✗ MISS |
Q2 2022 | May 5, 2022 | $0.98 | $1.05 | +7.1% | ✓ BEAT |
Q1 2022 | Feb 23, 2022 | $1.01 | $0.96 | -5.0% | ✗ MISS |
Q4 2021 | Nov 4, 2021 | $1.07 | $0.97 | -9.3% | ✗ MISS |
Q3 2021 | Aug 5, 2021 | $0.88 | $0.85 | -3.4% | ✗ MISS |
Latest News
Needham Maintains Buy on Universal Display, Lowers Price Target to $150
📈 PositiveUniversal Display shares are trading lower after the company reported worse-than-expected Q3 financial results.
📉 NegativeCORRECTION: Universal Display Q3 EPS $0.92 Misses $1.16 Estimate, Sales $139.613M Miss $164.153M Estimate
📉 NegativeUniversal Display falls after Q3 earnings miss mark
📉 NegativeUniversal Display Corporation Enters Definitive Agreement To Acquire Over 300 OLED-Related Patents From Merck KGaA
📈 PositiveUniversal Display shares are trading lower after the company reported worse-than-expected Q3 financial results.
📉 NegativeUniversal Display Affirms FY2025 Sales Guidance of $650.000M-$700.000M vs $678.015M Est
➖ NeutralUniversal Display Q3 EPS $0.93 Misses $1.16 Estimate, Sales $139.600M Miss $164.153M Estimate
📉 NegativeShares of chip and semiconductor stocks are trading lower amid overall tech weakness, with investors possibly assessing earnings and AI-related valuations.
📉 NegativeUniversal Vapor Jet Corporation Invests $39M In Singapore To Develop Sustainable Precision Manufacturing And Next-Gen Printing Technologies
📈 PositiveFrequently Asked Questions about OLED
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